Want to Retire At 70? See if You Can Answer These Six Questions
September 9, 2025
Kiplinger, August 31, 2025
Jennifer Pagliara Horton, executive vice president at CapWeath, discusses what individuals need to consider before retiring with Donna Fuscaldo at Kiplinger. “Are you going to live to 100? Are you healthy? It does make a difference. Are you set up for success in retirement in your current environment? What is your living situation for the next 10, 20 and 30 years? If someone wants to keep doing something they love and they are mentally and physically capable of doing it and it brings them joy, why not?” says Horton.
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InvestmentNews covers CapWealth’s addition of Dean Shahan as executive vice president and financial advisor, strengthening the firm’s advisory team.
CapWealth welcomes Dean Shahan as EVP and financial advisor, expanding expertise in planning, strategy, and client-focused wealth management.
Nashville Post highlights Blake Harrison joining CapWealth as EVP of Wealth Management in their “People on the Move” section.
CapWealth welcomes Dean Shahan as EVP and financial advisor, sharing a vision for client-focused, long-term, and thoughtful wealth management.
